Vicki Hunter Email & Phone Number

Surrey, Bc

• Performed general administrative tasks including answering and screening calls, hard copy filing systems, photocopying, faxing, scanning, mailing• Corresponded with parents to complete student information• Performed data entry and maintained current student account information• Provided excellent client service, over the phone and in person• Provided information as requested by parents• Assisted in payment processing and debt collection• Scheduled class visits for parents

Vancouver, Bc

• Assist the Investment Advisor with the day to day maintenance and administration of clients accounts including order entries, updating clients' accounts. • Act as a liaison between my employer(s) and the securities/operations/compliance departments. • Excellent client/customer service. • Ability to put clients/customers at ease through effective communication. • Resolve administrative problems inquiries. • Extensive internet research experience. • Excellent working knowledge of Dataphile, ThomsonOne and order entry. • Excellent working knowledge of Microsoft Office (Word, Excel, Outlook).

Vancouver, Bc

• Answered and screened inbound calls. • Assisted IA with securities trades. • Correspond with clients to complete new accounts, asset transfers, and other industry related forms.• Received and directed clients and visitors.

Vancouver, Bc

• Maintained and updated client lists. • Answered and screened phone calls. • Executed clients trades. • Maintained filing system and retrieved information when needed.

Vancouver, Bc

Vancouver, Bc

Vancouver, Bc